Review Total Fee

Loved by 100+ accountants and bookkeepers.

The Review Total Fee feature in Remindoo allows accounting firms to instantly view a client’s overall billing structure and fee details directly from the Client Profile. This provides complete financial visibility without the need to check separate billing systems.

From the Client Profile, navigate to Internal Information.

Here, you can clearly see the client’s fee structure, including:

This gives firms a quick snapshot of the client’s total billing arrangement in one place.

All fee details are stored within the client’s internal record, ensuring financial data remains organized and easily accessible. This eliminates the need to cross-reference spreadsheets or external notes to confirm agreed pricing.

The feature clearly displays whether fees are inclusive or exclusive of sales tax, reducing billing confusion and ensuring accurate invoicing and financial reporting.

With instant access to total fee information, firms can:

By keeping fee information accessible within the client profile, managers and team members can easily understand the commercial arrangement without relying on verbal updates or separate documentation.

The Review Total Fee feature enhances billing transparency and financial clarity, ensuring your firm always has accurate, immediate insight into each client’s fee structure in Remindoo.

Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.

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Firms That Love Remindoo

Remindoo lets accounting firms see a client’s complete billing structure directly from the Client Profile, providing transparent financial insight in seconds.

AI-Powered Practice Management Software

Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.

Simple, Elegant & Easy to Use.

Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.

Unlimited Users. Built to Scale

Grow your team without per-user penalties. Software that supports expansion not restricts it.

Built-In Tax Liability Tracking for Clients

Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.

Intelligent Deadline & Workflow Automation

Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.

AI Task & Client Summaries

Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.

Data security with enterprise-grade encryption

Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.

Real-Time Dashboard & Compliance Visibility

Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.

Built for modern practices with powerful features that scale with your growth

Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.

Director @ BNW Accountants

The Secretary of State integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.

Director, Taxaccoelga Chartered Accountants

Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.

Director @ Naseems

Managing deadline and task is much easier with remindoo, the most easy to use CRM.

Bookkeper @ Bean Counter

View and manage your client’s total fees instantly within Remindoo. Ensure complete visibility over billing and maintain control without juggling multiple systems.